-27.5%
IBIT vs BNY
+59.6%
-87.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.6% |
| 7D | +3.0% | +1.4% | +1.6% | +2.2% |
| 30D | +23.1% | +3.8% | +19.3% | +20.1% |
| 3M | +25.6% | +14.9% | +10.7% | +14.4% |
| 6M | +9.1% | +40.3% | -31.2% | -15.2% |
| YTD | -8.9% | +43.8% | -52.7% | -30.2% |
| 1Y | -27.5% | +58.9% | -86.3% | -45.6% |
| All | -27.5% | +59.6% | -87.0% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BNY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling